Relationship Banking Specialist
400 Spectrum Center Drive Suite 100 , # 210 Irvine, CA 92618 US
Job Description
Provide exceptional customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.
Essential Duties and Responsibilities:
- Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services.
- Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer’s satisfaction.
- Able to perform all transactions necessary to meet customer needs, including servicing accounts and all teller functions:
- Client transaction processing
- Debit card ordering and servicing
- Online banking setup and servicing (as applicable)
- Printed check orders
- Branch cash ordering and shipping (as applicable)
- Branch Certifications (as assigned)
- Stop payments
- Holds
- Reg. E Claims
- Safe Deposit Box opening, closing and servicing (as assigned)
- Demonstrated proficiency and understanding of all compliance regulations in support of servicing accounts, superseding accounts, and proper account titling and ownership, to mitigate risk to the bank:
- Bank Secrecy Act
- Customer Information Program
- Beneficial Ownership
- Office of Foreign Asset Control
- Trust Account documentation
- Fiduciary Account documentation
- Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
- Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
- Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
- Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
- Ensure the office is operating in a safe and effective manner.
- Reliable and regular attendance on the job.
- Other duties as assigned.
REQUIRED SKILLS AND ABILITIES: Knowledge/Skills/Abilities
- Computer skills to include use of Microsoft Office products and other programs as required.
- Strong mathematical ability.
- Strong analytical skills.
- Excellent oral and written communication skills.
- Outstanding interpersonal skills.
- Effective time management and organizational skills.
- Attention to detail and follow through.
- Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
- Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
- Thorough understanding of banking rules and regulations especially BSA.
- Ability to count cash accurately.
Education/ Licenses/ Work Experience
- High school diploma or GED equivalent required.
- Six months’ branch banking experience preferred.
- Minimum six months’ cash handling experience required.
Work Environment
- Standard office environment with a moderate noise level.
Meet Your Recruiter
Kyle Webb
Recruiter
Since joining Marquee Staffing in 2022, Kyle has played an integral role in supporting recruitment efforts across a diverse range of industries, including accounting, finance, procurement, manufacturing, design, and IT. He is passionate about connecting the right talent with the right opportunities and is skilled in understanding both client expectations and candidate goals.
Kyle takes a thoughtful, people-first approach—carefully assessing each applicant’s skill set and career aspirations to ensure the best possible fit. He prides himself on helping candidates take the next step in their career journey while meeting the evolving needs of Marquee’s clients.
Before launching his career in recruiting, Kyle spent six years in the service industry as a barista and waiter, where he developed his strong communication and interpersonal skills. He holds a Bachelor's degree in Psychology from California State University, Long Beach.
Outside of work, Kyle enjoys playing card games and building model kits.